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Create Flow Definitions

Owned by Phillip Hanegan
Last updated: Mar 04, 2024
2 min read

To create a No Code Flow in your organization, it's important to understand the specific business process that needs to be automated. This could be anything from the process of an employee leaving (known as "off-boarding") to another organizational procedure. Defining this process is the first step. Once that's complete, you'll need to create a Flow Definition – essentially a blueprint that outlines the exact sequence of actions required for the specified scenario. In this article, we'll walk you through the process of creating a Flow Definition step-by-step.

Procedure

After identifying the business process you want to automate, create a Flow Definition to represent the process. In this example, we create a Flow Definition for employee offboarding.

  1. Navigate to the Find Business Request Flow page by expanding the Low Code/No Code Workflow section and selecting No Code Flows from the navbar.

  2. Click the New Flow Definition button.

     

  3. Enter the details for the Flow Definition:

    • Name – Name of the Flow Definition, such as “Employee Offboarding.”

    • Display Name – Name of the Flow Definition that appears in the UI

    • Locale Key (Unique Name) – Optional setting used to set the locale key for the Flow Definition name

    • Description – Description of the Flow Definition

    • Locale Key For Description – Optional setting used to set the locale key for the Flow Definition description

    • BR Generation SPROC – This specifies the stored procedure to be used to convert the Flow Definition into a Business Request with Business Request Items for each Flow Item in the definition. Leave this setting at the default value (BusinessRequest_GenerateBusinessRequestFlowDefinitionRequest)

    • Business Request Type – Select the Business Request Type for the Flow Definition, such as “Person Leaver.”

    • Is Shipping Data – Internally used

  4. Click Save.
    You should see the new Flow Definition in the Flow Definitions tab of the Find Business Request Flow page.

     

Now that you have created the Flow Definition for the No Code Flow, the next step is to create Flow Items (the individual actions you want to occur for the flow). Once created, you will add them to the Flow Definition.